Using Directories, Reports and Profiles

In this tutorial you will learn how to create and use directories, reports and profiles.

Opening Charts

To save time you will open an existing chart.

1. Click the File tab and select Open to display the Open project dialog box.

2. Select the file Tutorial3.opx, and click Open.

Note: If the My Charts directory is not shown, click on the My Documents icon on the left side of the dialog box and then double-click on the My Charts folder.

Working with Directories

First you have to create a directory.

3. Click the View tab and select Directory from the Panels section.

4. Click on the link . The Directory Settings dialog box is displayed.

Note: For this tutorial you are going to use the default Directory formatting.

5. Type Contact Info into the Directory name field.

6. By default all fields are included when a new directory is created. In this exercise you are going to create a directory that does not include salary and employee type information. Select Salary and click Remove. Then select Worker Category and click Remove.

7. Click OK.

Displaying Directories

You can use a directory to display chart information in a tabular format.

8. Click the Select tool.

9. Select the box containing Lynn Brewer.

The Directory panel displays a directory containing Lynn Brewer and all her subordinates. Click other boxes in the chart to dynamically update the directory.